Independent Advisor Alliance’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $565K | Sell |
7,903
-4,050
| -34% | -$297K | 0.01% | 625 |
|
|
2026
Q1 | $812K | Buy |
11,953
+27
| +0.2% | +$1.89K | 0.01% | 929 |
|
|
2025
Q4 | $768K | Sell |
11,926
-2,176
| -15% | -$145K | 0.02% | 538 |
|
|
2025
Q3 | $953K | Buy |
14,102
+3,817
| +37% | +$250K | 0.02% | 452 |
|
|
2025
Q2 | $642K | Sell |
10,285
-16
| -0.2% | -$985 | 0.02% | 515 |
|
|
2025
Q1 | $650K | Sell |
10,301
-36
| -0.3% | -$2.13K | 0.02% | 463 |
|
|
2024
Q4 | $563K | Buy |
10,337
+1,381
| +15% | +$78.7K | 0.01% | 925 |
|
|
2024
Q3 | $558K | Sell |
8,956
-1,077
| -11% | -$63.8K | 0.02% | 439 |
|
|
2024
Q2 | $552K | Buy |
10,033
+735
| +8% | +$41.4K | 0.02% | 439 |
|
|
2024
Q1 | $525K | Sell |
9,298
-1,642
| -15% | -$98.3K | 0.02% | 444 |
|
|
2023
Q4 | $709K | Sell |
10,940
-4,611
| -30% | -$266K | 0.03% | 366 |
|
|
2023
Q3 | $824K | Sell |
15,551
-3,350
| -18% | -$215K | 0.04% | 323 |
|
|
2023
Q2 | $1.25M | Sell |
18,901
-615
| -3% | -$42.8K | 0.06% | 267 |
|
|
2023
Q1 | $1.48M | Sell |
19,516
-321
| -2% | -$25.6K | 0.07% | 231 |
|
|
2022
Q4 | $1.52K | Sell |
19,837
-1,347
| -6% | -$101K | ﹤0.01% | 272 |
|
|
2022
Q3 | $1.45M | Buy |
21,184
+1,981
| +10% | +$162K | 0.08% | 212 |
|
|
2022
Q2 | $1.56M | Sell |
19,203
-579
| -3% | -$46.7K | 0.09% | 192 |
|
|
2022
Q1 | $1.57M | Sell |
19,782
-217
| -1% | -$16.6K | 0.08% | 222 |
|
|
2021
Q4 | $1.61M | Buy |
19,999
+461
| +2% | +$35.3K | 0.08% | 192 |
|
|
2021
Q3 | $1.4M | Buy |
19,538
+198
| +1% | +$15.1K | 0.08% | 210 |
|
|
2021
Q2 | $1.41M | Buy |
19,340
+1,249
| +7% | +$91.4K | 0.08% | 211 |
|
|
2021
Q1 | $1.25M | Buy |
18,091
+4,566
| +34% | +$306K | 0.07% | 218 |
|
|
2020
Q4 | $935K | Buy |
13,525
+3,354
| +33% | +$224K | 0.06% | 222 |
|
|
2020
Q3 | $649K | Buy |
10,171
+304
| +3% | +$20.5K | 0.05% | 243 |
|
|
2020
Q2 | $654K | Sell |
9,867
-1,463
| -13% | -$90.9K | 0.07% | 216 |
|
|
2020
Q1 | $645K | Sell |
11,330
-6,029
| -35% | -$457K | 0.09% | 181 |
|
|
2019
Q4 | $1.36M | Sell |
17,359
-6,472
| -27% | -$542K | 0.06% | 305 |
|
|
2019
Q3 | $2.07M | Sell |
23,831
-1,805
| -7% | -$154K | 0.25% | 90 |
|
|
2019
Q2 | $1.73M | Buy |
25,636
+8,713
| +51% | +$690K | 0.25% | 84 |
|
|
2019
Q1 | $1.3M | Buy |
16,923
+3,206
| +23% | +$231K | 0.18% | 115 |
|
|
2018
Q4 | $878K | Buy |
13,717
+4,325
| +46% | +$281K | 0.16% | 129 |
|
|
2018
Q3 | $586K | Sell |
9,392
-203
| -2% | -$13.1K | 0.11% | 174 |
|
|
2018
Q2 | $624K | Buy |
9,595
+1,123
| +13% | +$71.2K | 0.13% | 163 |
|
|
2018
Q1 | $508K | Buy |
8,472
+1,659
| +24% | +$102K | 0.11% | 187 |
|
|
2017
Q4 | $452K | Buy |
6,813
+2,623
| +63% | +$179K | 0.1% | 191 |
|
|
2017
Q3 | $280K | Buy |
+4,190
| New | +$279K | 0.08% | 218 |
|
Other funds holding WPC
Independent Advisor Alliance's WPC Position: Q2 2026 in Review
Independent Advisor Alliance reduced its W.P. Carey (WPC) stake by 34% in Q2 2026, selling an estimated $297K and leaving 7,903 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #625.
Independent Advisor Alliance first reported a position in WPC in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.07M in Q3 2019. 896 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Independent Advisor Alliance held 7,903 shares of W.P. Carey worth $565K as of Q2 2026.
- Independent Advisor Alliance sold 4,050 W.P. Carey shares in Q2 2026, an estimated $297K.
- W.P. Carey made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #625 holding.
- Independent Advisor Alliance first reported a position in W.P. Carey in Q3 2017 and has held it in 36 quarters since.
- Independent Advisor Alliance's W.P. Carey position peaked at $2.07M in Q3 2019.
- 896 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.